Chase James Turner
Investment adviser representative at Capital Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$8.2BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capital Investment Advisors, LLCAug 2025 to now
- The American College of GreeceAug 2020 to Jun 2025
- Commissary US ArmyMar 2020 to Aug 2020
- Edelweiss Lodge and ResortMar 2020 to Aug 2020
- HomeschooledDec 2019 to Feb 2020
- The Miller School of AlbermarleAug 2019 to Dec 2019
- HomeschooledSep 2018 to Aug 2019
- Yellowstone Youth CorpsJul 2018 to Aug 2018
- HomeschooledJan 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8151049
- Firm CRD
- 158055